16 processing assistant jobs found

Primary Role: The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. Duties and Responsibilities: Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations Provides a high level of support to Risk Consultants in obtaining, maintaining, and expanding business May also be responsible for account rounding and in accordance with...

Primary Role: As a Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, policies, and procedures of the Company. Duties and Responsibilities: Coordinate the servicing of assigned accounts with the Account Manager Enter data as required by insurance company automation systems Provide support to the Account Manager on pre-renewal processes Handle correspondence and the clerical processing of accounts including applications and computer input of each account Process certificate of insurance requests as needed Help track cancellation/reinstatement system for commercial accounts Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose Conduct business from a professional standpoint and willingness to learn Prepare invoices, transmittals, ID...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is   seeking   Commercial Lines Producer   to join our growing team in   Pryor, OK!         The Commercial Lines Producer will develop new business accounts and to retain existing accounts in accordance with the objectives and procedures outlined by The Office Leader.     How You Will Contribute:     Develops, achieves and maintains maximum sales volume consistent with projections. Actively generates new leads through community activities, attending association meetings, and cold calling to obtain expiration dates and other information to turn leads into prospects and clients. Submits data on potential accounts and renewals to support personnel for processing, helps market accounts, presents proposals to prospects and clients, and closes sales.  Continually...

Reviews and analyzes all new client applications and documentation to determine the acceptability and quality of new clients based on the company guidelines. Enters all new client information into CRM and Auris Payroll System Works with the Finance Team to address risk factors and credit approvals for each client. Works with Sales Team to collect required documentation to ensure successful payroll processing experience for the new client.  Build strong relationships with internal and external partners to achieve top-notch client experience and client retention. Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally. Job Requirements Associate’s Degree required or equivalent years of experience. 1+ years experience in administrative, customer-facing role, sales or technology. Computer literate with strong technical aptitude Ability to...

About Auris   Auris is   the payroll and HR partner built for small and medium-sized   businesses   who   can’t   afford to get it wrong. Trusted by over 50,000   businesses   nationwide, Auris pairs easy-to-use   technology   with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquired   by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.   Summary of This Role   This position drives the roadmap, execution, and strategy for our Tax & Compliance portfolio; the engine that ensures our payroll platform stays   accurate , compliant, and ahead of evolving federal, state, and local regulations. This role partners closely with engineering, compliance/legal, tax operations, customer service, and payroll teams to...

About HUB: HUB International is a leading global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Primary Role: The Commercial Lines Senior Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to...

Job Summary  The Associate Tax Specialist is part of the Tax Services Department. The primary responsibility is to  provide client support for tax maintenance that may include processing complex payroll corrections, amending tax returns and working with tax agencies and clients.  Duties  ● Conduct research, analysis and resolution to payroll related tax notices and inquiries ● Analyze payroll and tax data resulting in the preparation and filing of amended tax returns ● Provide excellence in client service to internal and external clients including working directly with tax agencies  ● Review and input tax rates and/or deposit frequency changes as part of client compliance efforts ● Identify and resolve discrepancies during payroll data extracts  Job Requirements  ● Detail oriented, with ability to focus on and comprehend numerical and financial data ● Strong analytical, research and problem solving abilities  ● Customer-service oriented, excellent phone...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

Position Summary:  The Commercial Lines Client Service Manager   is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities: None Essential Tasks: Prepare endorsement requests to send to insurance carriers Follow-up on receipt of endorsements to existing policies Processing endorsements, including invoicing and delivery to client Processing of audits, including verification of rates, exposures, and prior premiums Handling/processing of cancellations and billing issues Communication with staff and clients as needed to gather needed information for changes to policies Knowledge of and adherence to, agency procedures Provide technical support to Marketing Executives and Producers as needed Establish and maintain relationships with both internal and external clients Core...

Duties  ● Maintain base of payroll clients and provide exceptional customer service to them via phone and email  ● Interact with clients to obtain payroll data and accurately enter data for processing ● Meet deadlines and respond quickly to inquiries, even during times of high volume  ● Learn and maintain a working knowledge of Payroll Software and other products. ● Assist clients with reports, problems, or other issues  ● Reach out to clients regarding new products and services  ● Develop relationships with other departments to ensure a positive customer experience  Job Requirements  ● High school diploma or equivalent  ● At least 1 year of work experience, preferably in customer-facing role  ● Reliable, responsible, detail-oriented, and professional  ● Excellent communication skills, especially via email and phone  ● Team-oriented, adaptable, flexible, collaborative, able to resolve conflicts  ● Proactive problem solver and critical thinker  ●...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Senior Product Advisor (SPA) you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...

Duties  ● Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team. ● Develop strong client relationships through care, focus and quality in every step of the client experience.  ● Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication.  ● Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing.  ● Assist clients to navigate and learn technical aspects and self-service options. ● Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.  ● Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. ● Build strong relationships with...

At Auris, we’re revolutionizing payroll processing and putting the human back into human capital management through people-powered software solutions. Our mission is to empower small businesses with tools to foster the growth of their most valuable asset, their people. As a rapidly scaling division of Auris, we’re investing in content, storytelling and marketing programs that amplify our brand voice, generate demand and build lasting relationships with small business owners. We are seeking a Copywriter to join our marketing team and craft clear, compelling and on-brand copy for a variety of marketing initiatives. This role will be responsible for developing engaging content that brings our brand to life across digital, print and campaign assets. The ideal candidate is a versatile writer with strong attention to detail who can adapt their tone to different formats and audiences — from creative ad copy to longer-form storytelling. Responsibilities Write copy for a wide...